Purnartha Dynamic Midcap

EQUITY MID CAP

A well-diversified, sector-agnostic portfolio of equity instruments selected via a predefined model for better returns.

+14.97%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

16 Feb '23

Total AUM

₹245.81Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity85.3%

Cash13.6%

Others1.1%

Equity market cap split

Small Cap32.4%

Mid Cap32.0%

Large Cap20.9%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

PMS house

Purnartha Investment Advisers Pvt Ltd.

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